Belrise Industries Limited Q1 FY26 earnings call summary

Earnings call of 12 Aug 2025, summarised by AI from the filing.

Belrise reported Q1 FY26 revenue of ₹22,622 million, up 27% YoY, and guided for stable EBITDA margins.

Key takeaways

1. Revenue Q1 FY26 revenue ₹22,622 million, up 27% YoY, with manufacturing revenue ₹18,323 million, up 29%.
2. Change Net debt reduced to ₹7,698 million after repaying ₹15,960 million from IPO proceeds.
3. Driver Growth driven by stable two-wheeler exports, increasing content per vehicle, Chennai facility, and H-One integration.
4. Risk Rare earth shortage may lead EV two-wheeler OEMs to scale down production, impacting certain component sales.

Original filing on BSE

Belrise Industries Limited Q1 FY27 results

As filed: Revenue ₹2,546 cr (+13% year on year), EBITDA ₹293 cr (+4% year on year), PAT ₹122 cr (+9% year on year), EBITDA margin 11.5% (−91 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹2,553 cr (+12% year on year), EBITDA ₹290 cr (+5% year on year), PAT ₹130 cr (+18% year on year), EBITDA margin 11.4% (−77 bps). Score 49 of 100, In line with trend. EBITDA margin fell 77 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +11.9% in 30 days (Nifty 500: +1.6%).
• Q3 FY26: Revenue ₹2,341 cr, EBITDA ₹287 cr, PAT ₹122 cr, EBITDA margin 12.3%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹2,341 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +13.7% in 30 days (Nifty 500: −1.1%).
• Q2 FY26: Revenue ₹2,354 cr, EBITDA ₹297 cr, PAT ₹133 cr, EBITDA margin 12.6%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹2,354 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +5.8% in 30 days (Nifty 500: −0.6%).
• Q1 FY26: Revenue ₹2,262 cr, EBITDA ₹281 cr, PAT ₹112 cr, EBITDA margin 12.4%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹2,262 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +6.3% in 30 days (Nifty 500: +1.9%).
• Q4 FY25: Revenue ₹2,274 cr, EBITDA ₹276 cr, PAT ₹110 cr, EBITDA margin 12.1%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹2,274 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +20.5% in 30 days (Nifty 500: +2.5%).

Past price moves after results do not indicate future moves. Not a recommendation.

Belrise Industries Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (17 Aug 2026), Results deck (14 Aug 2026), Results press release (14 Aug 2026)
• Q4 FY26: Earnings call (25 May 2026), Results deck (24 May 2026), Results press release (24 May 2026)
• Q3 FY26: Earnings call (2 Feb 2026), Results deck (31 Jan 2026), Results press release (31 Jan 2026)
• Q2 FY26: Earnings call (12 Nov 2025), Results deck (11 Nov 2025), Results press release (11 Nov 2025)
• Q1 FY26: Earnings call (12 Aug 2025), Earnings call (12 Aug 2025), Results deck (12 Aug 2025), Results press release (12 Aug 2025)
• Q4 FY25: Earnings call (16 Jun 2025), Results deck (16 Jun 2025), Results press release (16 Jun 2025)
• Other events: Strategy deck (4 Aug 2026), Strategy deck (18 Mar 2026)